Goodnow Investment Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$912.9M
Q ending 2026-03-31
Prior quarter
$1.07B
Q ending 2025-12-31
Change
-14.8% QoQ · -1.6% YoY
Positions
29
reported holdings
Largest positions
All 29 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Carvana Co | CVNA | Shares | $227.7M | 724K |
| Godaddy Inc | GDDY | Shares | $61.6M | 745K |
| Maplebear Inc | CART | Shares | $51.8M | 1.4M |
| Expedia Group Inc | EXPE | Shares | $50.3M | 218K |
| Credit Accep Corp Mich | CACC | Shares | $49.3M | 116K |
| Wayfair Inc | W | Shares | $48.0M | 639K |
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $47.8M | 734K |
| Aptiv Plc | Shares | $47.1M | 679K | |
| Somnigroup International Inc | SGI | Shares | $45.1M | 610K |
| Shift4 Pmts Inc | FOUR | Shares | $37.4M | 854K |
| Core & Main Inc | CNM | Shares | $37.2M | 754K |
| Apollo Global Mgmt Inc | APO | Shares | $28.7M | 257K |
| Dicks Sporting Goods Inc | DKS | Shares | $25.1M | 127K |
| Ingersoll Rand Inc | IR | Shares | $24.7M | 308K |
| Transdigm Group Inc | TDG | Shares | $20.9M | 18K |
| Gildan Activewear Inc | GIL | Shares | $16.7M | 301K |
| Sharkninja Inc | Shares | $15.7M | 148K | |
| Visa Inc | V | Shares | $13.2M | 44K |
| S&P Global Inc | SPGI | Shares | $10.2M | 24K |
| Zebra Technologies Corporati | ZBRA | Shares | $9.5M | 45K |
| Gartner Inc | IT | Shares | $9.4M | 59K |
| Cooper Cos Inc | COO | Shares | $8.4M | 117K |
| Veeva Sys Inc | VEEV | Shares | $6.3M | 36K |
| Cargurus Inc | CARG | Shares | $5.9M | 172K |
| Klaviyo Inc | KVYO | Shares | $5.7M | 293K |
| Unity Software Inc | U | Shares | $3.4M | 154K |
| Draftkings Inc New | DKNG | Shares | $2.6M | 122K |
| Ftai Aviation Ltd | Shares | $1.8M | 8K | |
| Qxo Inc | QXO | Shares | $1.3M | 68K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.